Document needs acknowledgement email template pop up
an automated email pop up which can be sent to the client to prompt them to login and check their portal if you request the acknowledgement of a document in the docustore
33
votes
Wesley Ronayne.
shared this idea
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Terrina Payne
commented
When adding ANY document to a clients document tab an auto email to inform them a new document has been added should always be sent, it is sent when they upload to us so should work the other way around the fact it does not is very odd, this is a key area and should be a priority at next update review.
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Christopher Greaves
commented
This is a must, the client has the option to notify us when they upload docs so we should have the same facility for them.
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AdminWesley Ronayne
(Admin, smartr365)
commented
Email a client when there is a document for them to accept receiving